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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,647 | $111,878-96.7% | $93,727-96.1% | $145,897-97.5% |
| Participation rate | 5.9% | 74.2%-68.3pp | 68.7%-62.8pp | 80.3%-74.4pp |
| Annual return | 11.41% | 204.28%-192.9pp | 133.83%-122.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $62 | $4,920-98.7% | $4,417-98.6% | $6,689-99.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |